Weekly Marketing and Sales Tips - Annual Review For Insurance Clients... To Grow Your Insurance Business (sales)!

How To Quickly Grow Your Insurance Business (Sales) – Do A Great Annual Review For Insurance Clients!

Helping OtherDear Friends, Do you want to grow your insurance business (sales)? So you double and triple your insurance sales income each year? Do you want to get more referrals from your insurance clients? So you can spend less time and money trying to find new prospects? Then learn how and why you need to do a great annual review with all your insurance clients! Because the client annual review is how you will grow your insurance business (sales) now… and far into the future!

8 Keys To A Great Annual Review For Insurance Clients!

There are 8 keys to a great annual review for insurance clients! Your goal is to build strong relationships with your clients. So they will want your help to protect their families and realize their dreams! The insurance client annual review is how you will grow your insurance business (sales)!

How To Book The Annual Review With Your Insurance Clients…
The key for you to get annual reviews with your insurance clients is to make it necessary… not an option. So, your assistant should say something like… “Hi ______ I’m Sara from Joe Smith’s office. He asked me to call you and schedule you to come in for your annual financial checkup. There were a few things he wanted to double-check. And a few things he wanted to discuss with you. Are mornings or afternoons better for you?”

Having an assistant call your insurance client for the annual review is a big key! Because they will help you to keep your program on track. And they will book your appointments for you. This will free up a lot of your time. So you can spend more time with your clients! And make an incredible amount of insurance sales to grow your business.

If possible, do not try to book your own annual review appointments with insurance clients. Because your insurance clients will ask you questions to try and decide if the annual review is necessary.

Annual Review For Insurance Clients – Warm Them Up…
You must get the relationship “rekindled” with your clients.  You can not just jump into the insurance client’s annual review. Take the time to catch up with your client. Find out what has happened in their lives over the last 12 months since you last saw them.

If they ask questions about you, then answer the question quickly and turn the conversation back to them. Get them to talk about themselves. Ask them questions and let them do the talking. Find something you have in common with them.

It is amazing! When you get people to talk about themselves, they will feel connected to you. And they will ‘like’ you because they feel like you understand them!

Do not rush through this step. This is the foundation of a successful insurance client annual review. So do not dismiss how important it is in the insurance client’s annual review process!

The Actual Annual Review For Insurance Clients!

Review Your Insurance Client’s Situation and Progress Annually…
Did you initially just sell them a product? Or did you do a good fact-find? It does not matter, this annual review is the time for you to do an in-depth fact-find with your insurance client! So, you will want annually review it all with your clients… their investments, insurance policies, pensions, 401ks, savings accounts, tax returns, etc.

You will want to start the insurance client’s annual review by reaffirming their short-term goals. Then ask questions to find out what if anything may have changed. In some cases, you will want to make changes to their portfolio. In other cases, you may suggest changes based on certain life events that have changed. The birth of a child or grandchild may get you to talk about how to start saving for college. They may have bought a new home, changed jobs, or gotten a pay raise. So they may need to increase their life insurance, etc. You may also uncover something you missed or they did not tell you about the first time.

The next part of the annual review is to talk about the insurance client’s progress on their long-term goals. Has anything changed? This annual review will benefit both you and your insurance clients. Your clients can take a step back from their busy lives. So they can review their goals and confirm that their priorities remain the same. You now have a chance to reconnect with your clients and to make sure they are on time to reach their goals. You may also need to help your client refocus. So that they do not get too far off track. This will give you a chance to enhance the relationship and increase their trust. While you grow your insurance sales and business!

Be A Trusted Advisor To Grow Your Insurance Business (Sales)…

Trusted Advisors use annual insurance client reviews to grow their sales and business!

Use The Annual Review To Educate Your Insurance Clients…
Here is where taking the time to study for an hour will really pay off. The more you know about the problems people face… Plus the economy, taxes, and the market… Then the easier it will be for you to talk about their situation. So you can help them to understand and want to make any necessary changes.

When you educate your client about the current economy, taxes, and the market… Then it will be easier to talk about the need for safe money. When they agree on the need for “safe money strategies”, then it will be easy to talk about how you can help them.

You should also address other changes that may affect your client’s goals. For example, changes in estate tax laws or social security could mean they need to make more changes to their plans.

Use The Annual Review To Give Your Insurance Clients Free Sound Advice…
If you want to create more trust and respect for yourself and your services, then talk about and advise them on things you don’t make money on. Talk about the need for a Will, Trust, Living Will, Durable Power of Attorney, etc. Or, why buying a two-year-old car is better than, buying the latest model? Share what you are doing to save money and why!

Plant Seeds for Future Annual Reviews With Your Insurance Clients…
Discuss their long-term goals and the next steps they may want to take to accomplish those goals. Share what you are doing to achieve your long-term goals and why!

How To Grow Your Insurance Business (Sales)!

Use The Insurance Client Annual Review To Ask For Referrals…
You will be amazed at the number of referrals you will get when you do annual reviews with your insurance clients. They will give you a steady flow of great prospects! So you will never need to spend money on leads or market your services again. Do you want to turn your business into a 100% referral practice? Then you must do regular annual reviews with your insurance clients to grow your insurance sales and business!

Use The Insurance Client Annual Review To Plan For The Future…
In most cases, you and your clients will want to set an appointment to meet at least once per year. If you don’t see your clients yearly, then they aren’t your clients… they are just customers!

The last part of the annual review should be to outline and establish how often your insurance client wants and needs to be seen. A & B clients are your best clients with more moving parts. So they may need to be seen more often. This is less about you meeting with them to make more sales. And more about doing what the client needs. It just so happens that with doing the right thing for the client comes the opportunity to do the right thing for yourself! It’s funny how that works to grow your insurance sales and business!

Set a schedule for how often you will meet for the client’s annual insurance review. After the annual review, your insurance clients should know when they will meet with you again. Preferably, set an appointment with your insurance clients before the end of the meeting for the next annual review.

Now you are filling your appointment book well in advance. You are training your insurance client to be prepared to meet with you for an annual review. You are removing the obstacles to the insurance client’s annual review process before they even appear.

Where Will You Be In The Next 30 Days?

When will you learn how to do a great annual review with your insurance clients? When will you learn to ask your clients the right life insurance fact-finding questions? So you will double or triple and grow your life insurance and annuity sales and business in the next 30 days?  

Does that seem impossible to you? It is NOT! The annual review with insurance clients is a major step to you growing your insurance sales and business to earn $100K, $200k, or much more each year.

Here is what these top agents had to say about growing your insurance business and sales…

Mike Spence, President of Wealth Building Methods, LLC“I believe EVERYONE should buy your fact finding DVD’s at a minimum. This is the foundation for working with a potential client. Asking questions in order to get them to realize they have problems (some that they may not know about previously). Understand those problems simply and how you can help their problems with simple solutions without discussing product. I now know when I exit my initial meeting if I did a good job of asking questions and getting the potential client to buy into concepts. If I didn’t do a good job, then I know what I need to work on as well. Mike Spence, President of Wealth Building Methods, LLC – MN (8 years in the business)

Brandon Green, ChFC, CLU, CAS, CLTC, FSS, LUTCF - How To Do Great Client Annual Review For Insurance To Grow Your Insurance Business!“I wish every agency and professional association would use your systems. While they are far from basic they do remind me how vital the basics are to my business and our industry. They reinforce the fact that questions, not products, help people to see you as an expert. The first time I used your two page presentation template I closed a 12K commission term conversion. After reviewing it the client literally said, let’s go with the second option that you proposed. That’s it! There was no closing, no cajoling and no begging. All the work was done during the first meeting. Thanks for all your help and coaching and please know that I appreciate your commitment to our industry.” Brandon Green, ChFC, CLU, CAS, CLTC, FSS, LUTCF – TX (15 years in the business)

Rudolph Corrales, Jr., CTA“Hi Jeremy, I just want to thank you for your help in completing a financial planning summary.  I recently finished the Trusted Advisor program and immediately put the training to use.  It worked just as you, Lew, and Alex said it would.  I just have to remember to get the client emotionally involved. Let them identify their problems. And then give them exactly what they want!  It really was easy.  I want to thank you and look forward to many other interactions with you.” Rudolph Corrales, Jr., CTA, – CA

When will you decide to learn to do a great annual review with all your insurance clients? When will you learn to ask the best life insurance fact-finding questions? So you will make it a lot easier for you to attract highquality prospects… So you will set great sales appointments and close larger sales to grow your insurance sales and business?


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When Will You Decide To Get The Best Insurance Sales Training to Grow Your Insurance Business (Sales)?

Do you want to set better insurance sales appointments? Do you want the best insurance sales training to grow your insurance sales and business? So you close insurance sales of $3,000 or more – instead of only $600? Then when will you decide to do annual reviews with your insurance clients?

How To Close ‘9 Out Of 10’™ Insurance Sales!

When Will You Get The Only 90-day Insurance Agent Training, Coaching, And Sales Support Program – To Set More Appointments And Close More Life Insurance And Annuity Sales Like The Legends? 

How To Close 9 Out Of 10 Insurance Sales... Annual Review For Insurance Clients... To Grow Your Insurance Business (sales)!When will you learn the best consultative selling, insurance sales skills, probing questions, and fact-finding, with the tools, coaching, and back-end sales support you need to help middle-income families? So you can help families find the money to spend, save, invest, insure, and plan wisely for the future. So they can Live Debt Free And Truly Wealthy?”

Check out our How To Close ‘9 Out Of 10’™ Insurance Sales Tool Kit! Because you will get 90 days of personal insurance agent sales training, coaching, and mentoring… with back-office sales support! All from a team that has been training agents and advisors for over 40 years on how to set the best sales appointments… close 9 out of 10 life insurance and annuity sales… to grow your insurance business and sales. It is the best insurance agent sales training… to guarantee you will earn $250K or more per year selling life insurance and annuities! 

First, you will get the best sales training to learn what to say (our proven prospecting scripts). And then the probing questions to ask your prospects… So you will set your very best insurance sales appointments.

Then you will get the best insurance fact-finding training to show you the right sales questions to ask to help middle-income families… So they will identify and want to solve their problems. We will also show you how you can help middle-income families to find the money! So that they can take action right now!

Then we will show you the best ways for you to present your solutions to your families. So that you will close more and larger sales in the next 30 days! To successfully close 9 out of 10 insurance sales like the Legendary agents! It is the best insurance agent and financial advisor sales training with annual client reviews to earn $250K or more per year as a Trusted Advisor!

Includes… 90 Days of Personal Insurance Agent Success Training, Coaching, and Back-Office Sales Support Worth $2,097!
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When will you decide to do an annual review with all your insurance clients to grow your business (sales)?


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One of the recurring topics we write about each week… and talk about every day is asking your insurance clients the right sales questions. And then ask your insurance clients enough sales questions! That is because asking your clients questions is one of, if not the biggest key to your success in insurance sales. Accordingly, agents have been asking us for a complete list of probing sales questions to use with their insurance clients! As a result, we have compiled a list of all of our favorite insurance sales questions. And we put them all into our limited edition e-book… Are You Asking Enough Insurance Sales Questions?  In this 24-page guide, you will find our goldmine of sales questions that you should be asking your insurance clients to set appointments and close sales.  More Details! Immediate Download…  Order Now!

A huge key to attracting prospects, setting better appointments, closing sales, increasing your income, and being a success selling life insurance is and always will be getting the agent training to ask enough of the right sales questions! Especially When You Do Annual Reviews With Insurance Clients – If You Want Easy Insurance Sales And Referrals!


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We urge you to take the time to read our 20-chapter book… ‘Middle American Family’s Guide To Living Debt-Free And Truly Wealthy!” Because we give you complete strategies, on how you can help middle-income families to find the money to spend, save, invest, insure, and plan wisely for a secure future! So that you can help them to “Live Debt-Free and Truly Wealthy!” As a result, by the end of the book, you will understand our philosophies, concepts, and techniques. And finally, you will know how you can make a real difference by helping your family, friends, clients, and neighbors get rid of their debt. So they can save for retirement… And so they will have a secure financial future! Only $18.97… PDF, Immediate Download, ORDER Now!


Important Question… Are you in this insurance business just to make sales? Or are you really interested in helping families? Who do you think your insurance prospects want to see? Do they want to meet with an insurance salesperson – or a Trusted Advisor who is doing their best to help them? When will you decide to make a real difference in people’s lives? The more you learn to help families with insurance client annual reviews the more you will learn to help yourself and your family! Nothing will change until you decide to take action to make it change!

So It Is Up To You To Learn To Do Annual Reviews With Your Clients To Grow Your Insurance Business (Sales)!

Annual Reviews With Insurance Clients for Easy Insurance Sales And Referrals!

Insurance Annual Review Letter For Clients and Family!

Why And How to Conduct Annual Reviews With Insurance Clients!

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Recommended By The Members Of The IARFC - Annual Review For Insurance Clients... To Grow Your Insurance Business (sales)!